Overview

Financial planning and investment management firm primarily AUM fees. Interested in talking to advisors looking to sell or looking to join another firm. Also interested in acquiring or merging with a CPA practice. Cultural fit is key.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,201 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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